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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,052 | $93,598-31.6% | $135,974-52.9% | $75,173-14.8% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | 14.59% | 30.89%-16.3pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $391 | $3,538-89.0% | $4,859-92.0% | $2,671-85.4% |
| Participant deferral / active EE | $3,705 | $6,405-42.2% | $7,760-52.2% | $4,126-10.2% |
| Admin fee / account holder | $432 | $6,978-93.8% | $10,767-96.0% | $5,651-92.4% |